Investment Operations Associate

Bison Wealth Management is seeking a detail-oriented and motivated Investment Specialist to join our Fort Collins office. This role plays a critical part in supporting our advisors and delivering exceptional service to clients by managing day-to-day investment operations and contributing to strategic process improvements.

Key Responsibilities

· Open and fund investment accounts accurately and efficiently.

· Handle investment service requests, including fund disbursements, account transfers, and trade corrections.

· Manage workflow to and from Home Office investment and planning services.

· Develop, implement, and document investment business processes and procedures.

· Collaborate with advisors to integrate risk and investment products into comprehensive financial plans.

· Support education, retirement, and other goal-based planning strategies.

· Monitor regulatory requirements and ensure compliance with investment operations standards.

· Partner with internal teams (Compliance, IT) and third-party administrators to support daily investment operations.

· Execute and coordinate day-to-day investment-related tasks with accuracy and attention to detail.

Qualifications

· Should hold active securities licenses (e.g., Series 6, Series 7, Series 65 or equivalent).

· Bachelor’s degree in Finance, Accounting, Business, or related field preferred.

· 2 years of experience in investment operations or financial services preferred.

· Strong organizational and multitasking skills.

· Attention to detail and commitment to accuracy.

· Ability to work collaboratively in a team environment.

· Familiarity with financial planning and investment platforms is a plus.

· Excellent communication skills, both written and verbal.

Compensation & Benefits

· Bonus opportunity based on performance and achievement of goals

· ROTH 401(k) with employer match up to 4.5%

· Profit Sharing Plan

· Group Health Insurance – 80% paid by Bison Wealth Management for the Team Member

· Unlimited Paid Time Off Policy (performance and work completion dependent, analyzed after first 6 months)

· Group Life Insurance, Group Short Term and Long-Term Disability

· Paid Maternity/Paternity Leave

· Sick/Mental Health/virtual days as needed and approved by supervisor

Future Growth & Advancement Opportunities

· Professional designations support: CFP, CFA, CLU, RICP

· Internal advancement opportunities including Associate Wealth Management Advisor, Lead Advisor, Entity Advisor, and Director roles

Bison Wealth Management offers a collaborative work environment and opportunities for professional growth. Join us in helping clients achieve their financial goals through comprehensive planning and investment excellence.

Pay: $61,350.00 - $79,755.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid parental leave
• Parental leave
• Professional development assistance
• Profit sharing
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $61,350 - $79,755